SourcingSourcing

MASTERPIECE CAPITAL, LLC

B65
CRD 290075·SEC 801-112094·AUSTIN, TX
AUM
$124.9M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$375K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MASTERPIECE CAPITAL, LLC
CRD
290075
SEC file #
801-112094
EIN
—
DBA names
—

Economics

AUM
$124.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$132.6M → $124.9M▼ -6%
Client mix
Individuals High Net Worth19
Individuals Other6

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
4 advisors → 1 advisors▼ -75%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/in/rebecca123linder(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASTERPIECE CAPITAL LEGACY, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MASTERPIECE CAPITAL LEGACY, LLC
CONCURRENT GROWTH PARTNERS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:masterpiece.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
LOWENBERG, CARLOS, HERMAN
IAR · Executive Officer · 2.5%
2626255